Search found 5 matches

by Armando
Wed Jan 25, 2017 12:05 pm
Forum: Investing - Help with Personal Investments
Topic: How is my asset allocation?
Replies: 5
Views: 594

Re: How is my asset allocation?

Looks good to me. Personally, between the two IRAs I would try to maximize the amount of VTSAX in the Roth IRA since it is tax free growth and put more of the VTBLX in the tIRA since it won't grow as much and because you will be taxed on that money at some point. Awesome. Would it make sense then t...
by Armando
Wed Jan 25, 2017 8:27 am
Forum: Investing - Help with Personal Investments
Topic: How is my asset allocation?
Replies: 5
Views: 594

Re: How is my asset allocation?

Any chance you can bump up your 401k contributions to the max? You'll be glad you did. I haven't discounted the idea. I'm holding off on increasing my annual contributions to my 401k and my IRAs until after I'm settled in my own place and have a better idea of what my budget will look like. For wha...
by Armando
Tue Jan 24, 2017 11:14 pm
Forum: Investing - Help with Personal Investments
Topic: How is my asset allocation?
Replies: 5
Views: 594

How is my asset allocation?

I'm looking to rollover my accounts at American Funds over to Vanguard. I've been planning on doing this for awhile, but life just kept getting in the way. Full disclosure: I'm currently living at home with my family. While I do have a sizeable down payment for a house already saved up (close to six...
by Armando
Mon Jan 16, 2017 10:59 am
Forum: Investing - Help with Personal Investments
Topic: How to politely fire my financial advisor
Replies: 66
Views: 7229

Re: How to politely fire my financial advisor

I know it's kinda late, but I just wanted to thank everybody for their suggestions! This is going to make the rollover a lot easier. Leaving our long time financial advisor and "friend" (every good salesperson becomes a "friend") at Merrill Lynch in 1986 was one of the most diffi...
by Armando
Tue Jan 10, 2017 11:04 am
Forum: Investing - Help with Personal Investments
Topic: How to politely fire my financial advisor
Replies: 66
Views: 7229

How to politely fire my financial advisor

Medium-term lurker, first time poster. I'd like to roll over my American Funds IRAs and taxable accounts to Vanguard. I was put into these funds by a financial advisor I've done business with for the past ten years. While I realize that he's in the biz to make money off of my money, I honestly harbo...

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